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  • Financial Planning

Financial Planning Courses

Financial planning courses can help you learn budgeting techniques, investment strategies, retirement planning, and risk management. You can build skills in analyzing financial statements, creating cash flow projections, and assessing insurance needs. Many courses introduce tools like financial calculators, portfolio management software, and budgeting apps, that support implementing your planning strategies effectively.


Popular Financial Planning Courses and Certifications


  • Status: Free Trial
    Free Trial
    U

    University of Colorado Boulder

    Technology Entrepreneurship

    Skills you'll gain: Entrepreneurial Finance, Business Planning, Design Thinking, Business Modeling, Entrepreneurship, Target Market, Persona Development, Systems Thinking, Value Propositions, New Product Development, Technical Management, Financial Statements, Growth Strategies, Business Ethics, Market Opportunities, Intellectual Property, Gap Analysis, Financial Modeling, Engineering Management, Engineering

    Build toward a degree

    4.5
    Rating, 4.5 out of 5 stars
    ·
    34 reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Climate Aware Investing

    Skills you'll gain: Environmental Social And Corporate Governance (ESG), Portfolio Management, Investment Management, Climate Change Mitigation, Finance, Asset Management, Financial Market, Climate Change Adaptation, Investments, Risk Management, Performance Analysis, Sustainable Business, Equities, Risk Analysis, Analysis

    4.6
    Rating, 4.6 out of 5 stars
    ·
    53 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    R

    Rice University

    Engineering Project Management: Risk, Quality, Teams, and Procurement

    Skills you'll gain: Team Management, Quality Assurance, Risk Management, Procurement, Project Risk Management, Project Controls, People Management, Project Management, Quality Management, Cost Management, Project Planning, Contract Management, Resource Management

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Beginner · Course · 1 - 3 Months

  • C

    Coursera

    Automate tasks and processes with Jira

    Skills you'll gain: Email Automation, Business Process Automation, Automation, Project Management Software, Workflow Management, Process Design, Issue Tracking, Project Management, Project Planning

    4.7
    Rating, 4.7 out of 5 stars
    ·
    155 reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    L

    LearnQuest

    Scrum Master Certification: Scrum Methodologies

    Skills you'll gain: User Story, Agile Project Management, Backlogs, Sprint Planning, Agile Software Development, Project Risk Management, Agile Methodology, Risk Management, Management Reporting, Project Coordination, Sprint Retrospectives, Performance Reporting, Team Oriented, Project Performance, Estimation, Capacity Planning, Prioritization

    4.7
    Rating, 4.7 out of 5 stars
    ·
    946 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of California, Davis

    Managing as a Coach

    Skills you'll gain: Employee Coaching, Coaching, Leadership and Management, Team Management, Adaptability, Professional Development, People Development, Organizational Leadership, Leadership, Mentorship, Emotional Intelligence, Decision Making, Communication, Active Listening, Self-Awareness, Critical Thinking

    4.8
    Rating, 4.8 out of 5 stars
    ·
    2.3K reviews

    Mixed · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Taxation of Business Entities I: Corporations

    Skills you'll gain: Corporate Tax, Income Tax, Tax Laws, Liquidation, Tax Planning, Tax Compliance, Mergers & Acquisitions, Capital Expenditure, Organizational Structure, Depreciation, Business Analysis

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    249 reviews

    Intermediate · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    U

    Universidad de los Andes

    ¿Cómo convertir mi idea en empresa?

    Skills you'll gain: User Feedback, Entrepreneurship, Business Development, New Business Development, Product Development, Customer Analysis, Business Planning, Market Opportunities, Product Design, Value Propositions, Needs Assessment, Customer Insights, Business Strategies, Product Testing

    4.7
    Rating, 4.7 out of 5 stars
    ·
    489 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    S

    SAP

    SAP Business Analyst

    Skills you'll gain: User Story, Business Process Modeling, Risk Analysis, Performance Measurement, Stakeholder Management, Process Analysis, Business Analysis, Risk Management, Requirements Elicitation, Process Design, Requirements Management, Business Process, Process Mapping, Process Improvement, Business Systems Analysis, Business Risk Management, Gap Analysis, Enterprise Risk Management (ERM), Business Requirements, SAP Applications

    4.4
    Rating, 4.4 out of 5 stars
    ·
    148 reviews

    Beginner · Professional Certificate · 3 - 6 Months

  • Status: Preview
    Preview
    C

    Case Western Reserve University

    Becoming a Sports Agent

    Skills you'll gain: Brand Management, Brand Marketing, Intellectual Property, Arbitration, Contract Negotiation, Client Services, Recruitment, Talent Recruitment, Insurance, Relationship Management, Financial Planning, Case Studies

    4.7
    Rating, 4.7 out of 5 stars
    ·
    155 reviews

    Beginner · Course · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    Tecnológico de Monterrey

    Liderazgo y habilidades de negociación

    Skills you'll gain: Negotiation, Conflict Management, Assertiveness, Communication, Interpersonal Communications, Active Listening, Empathy, Performance Review, Constructive Feedback, Organizational Leadership, Relationship Building, Leadership and Management, Team Leadership, Leadership, Emotional Intelligence, Strategic Communication, Influencing, Business Leadership, Communication Strategies, Strategic Planning

    4.8
    Rating, 4.8 out of 5 stars
    ·
    1.3K reviews

    Advanced · Specialization · 1 - 3 Months

  • Status: Free Trial
    Free Trial
    T

    The State University of New York

    Home-Based Child Care

    Skills you'll gain: Injury Prevention, Child Development, Childhood Education and Development, Working With Children, Business Planning, Accident Prevention, Teaching, Family Support, Emotional Intelligence, Emergency Response, Parent Communication, Cultural Diversity, Diversity Awareness, Nutrition and Diet, Safety Training, Business, Small Business Accounting, Tax Management, Policy Development, Creativity

    4.8
    Rating, 4.8 out of 5 stars
    ·
    160 reviews

    Beginner · Specialization · 3 - 6 Months

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In summary, here are 10 of our most popular financial planning courses

  • Technology Entrepreneurship: University of Colorado Boulder
  • Climate Aware Investing: EDHEC Business School
  • Engineering Project Management: Risk, Quality, Teams, and Procurement: Rice University
  • Automate tasks and processes with Jira: Coursera
  • Scrum Master Certification: Scrum Methodologies: LearnQuest
  • Managing as a Coach: University of California, Davis
  • Taxation of Business Entities I: Corporations: University of Illinois Urbana-Champaign
  • ¿Cómo convertir mi idea en empresa?: Universidad de los Andes
  • SAP Business Analyst: SAP
  • Becoming a Sports Agent: Case Western Reserve University

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